Filed April 28, 2016
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,100 | $45,079+66.6% | $69,461+8.1% | $72,986+2.9% |
| Participation rate | 92.5% | 68.5%+24.0pp | 74.6%+17.9pp | 69.5%+23.0pp |
| Annual return | 16.23% | 22.65%-6.4pp | 28.97%-12.7pp | 81.01%-64.8pp |
| Employer contribution / active EE | $812 | $2,055-60.5% | $2,779-70.8% | $2,440-66.7% |
| Participant deferral / active EE | $2,172 | $2,603-16.6% | $3,536-38.6% | $3,607-39.8% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,840-100.0% | $5,124-100.0% |